Barlow Wealth Partners, Inc.
Barlow Wealth Partners, Inc. is a registered investment adviser headquartered in Louisville, Kentucky. The firm was founded in 2022 and employs approximately 6 professionals, the majority of whom are investment-focused. Barlow Wealth Partners delivers personalized wealth management and investment advisory services to individuals, especially high-net-worth individuals, emphasizing tailored financial strategies and portfolio construction.
Investment Strategy
Barlow Wealth Partners, Inc. manages portfolios mainly for high-net-worth individuals, employing a diversified, fundamentals-driven strategy focused on long-term capital appreciation. Their investment approach emphasizes a mix of large-cap equities, careful security selection, and a disciplined allocation process, with ongoing monitoring and adjustments based on deep market research and client goals.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.70% | $47.6M | 96,912 | $379.52 | $497.41 | +$10.1M |
G GOOG | ALPHABET INC | 5.68% | $47.5M | 264,270 | $143.87 | $177.39 | +$4.6M |
H HLI | HOULIHAN LOKEY INC | 4.51% | $37.7M | 205,578 | $127.48 | $179.95 | +$5.3M |
V V | VISA INC | 4.46% | $37.3M | 105,303 | $266.45 | $355.05 | +$2.5M |
N NVDA | NVIDIA CORPORATION | 4.17% | $34.9M | 221,665 | $100.93 | $157.99 | +$13.9M |